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5 Tips for Buying PDF & E-Signature Tools for Your Business

by Ayla El Assaad

You can also read this article in German, Spanish, Italian and Portuguese.

Essential tips to keep in mind when looking for a PDF and e-signature solution for your business.

The paperless shift is in full swing, aided in part by the recent global movement towards remote work. Businesses across various industries are building their digital document infrastructure and reaping time- and cost-related benefits.

Finding the right software solutions can be overwhelming. Here are five tips to help guide you through the process:

  1. Find out what tools your team actually needs.
  2. Calculate the number of software licenses you’ll require.
  3. Create a realistic budget estimate.
  4. Negotiate and push for custom business pricing.
  5. Ask the right questions before you sign up.

What Tools Do Your Teams Need?

Speak to your team and get an overview of the tools they need. Perhaps HR wants to digitize the entire signing process. Maybe your designer needs to compress PDF files or convert to other file formats. Sales teams might need to access files and get documents signed from their mobile devices.

How Many Software Licenses Do You Need?

Work out the number of employees that need access to the tools. This will vary depending on your business and company size. Most software providers offer flexible licensing options that allow you to upgrade your plan as you grow.

Research Pricing & Assign a Budget

It's important to research and determine the average marketplace pricing for PDF and e-signature tools. You can use that information to set the right budget for your business—even if this means paying less than the marketplace average. Various pricing structures are available and sometimes investing in an annual or team subscription will save small businesses money in the longer term.

Leverage Your Team Size for Custom Pricing

Many software providers create custom pricing plans for businesses. Before signing up, contact the company’s sales team and discuss a deal for your specific needs. Most providers will be happy to work out a win-win partnership to onboard your entire business.

Get the Important Questions Answered

Speak to a representative and run through all of your questions. This will help you make the best informed decision. Ask about dedicated support managers or training if these are important for your team.

Be sure to inquire about the level of security provided by the software. Is the software ISO 27001 accredited and GDPR and CCPA compliant? Is the option to create digital signatures available?

Finding the right PDF and e-signature software may seem like a daunting task. We hope these tips help simplify your search. At Smallpdf we offer Team and Business plans that work around your business. You can compare our plans or trial our software for free.

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Ayla El Assaad
UX Writer @Smallpdf